Frequently Asked Questions

We combine Microsoft expertise with sector knowledge, strong governance and a people-first mindset. That balance ensures technology delivers real-world value. 

We apply proven governance frameworks with regular checkpoints, transparent reporting and clear escalation paths. That way, risks are identified and resolved early. 

Our methodology includes training, support and continuous improvement. We don’t just hand over a system; we help you keep it useful and evolving. 

Success is measured against outcomes agreed at the start… whether that’s adoption rates, efficiency gains, reduced costs or improved reporting. 

We build improvement cycles into our approach, scheduling regular reviews and updates so your system evolves with business needs and Microsoft releases. 

We use collaborative workshops, regular updates and clear roadmaps so stakeholders understand progress and remain part of decision-making. 

Yes. Our framework adapts to both small projects and large, multi-department programmes, ensuring governance and adoption scale alongside complexity. 

We use phased delivery and automated testing to move quickly whilst maintaining quality. Each phase is reviewed against agreed outcomes before moving forward. 

Yes. We often collaborate with internal IT teams or existing partners. Our framework ensures clear roles, responsibilities and governance across all parties. 

Change management is central. We engage stakeholders, provide training and help staff adapt so systems are adopted, not just delivered. 

Change management is central. We engage stakeholders, provide training and help staff adapt so systems are adopted, not just delivered. 

We use agile, phased or fixed-price approaches depending on what suits the project best. The model is chosen to balance flexibility, clarity and budget control. 

Anclear methodology reduces risk, avoids wasted effort and keeps projects on track. It ensures technology is delivered in a way that supports people and business goals. 

“How We Do It” is FormusPro’s delivery methodology. It explains the way we approach projects… from discovery and planning to governance, change management and long-term support. 

More reliable financial operations, better forecasting, less manual work, improved decision making, stronger compliance, enhanced performance as growth demands increase. 

Yes. It supports recurring revenue models, forecasting and dashboards which let you project future cash, monitor receivables and plan ahead. 

Microsoft provides robust security, with role-based access, encryption, compliance with regulations, and supports local legal / tax / GDPR requirements in many regions. 

Licences vary by role (full users vs team members), feature set (core vs premium), capacity needs and whether add-ons or extensions are needed. 

By automating sales orders, invoicing, cash receipts, chasing late payments, integrating with inventory so shipping & billing are aligned, reducing delays. 

There are options: cloud deployment (SaaS) or hybrid / on-premise in some cases, depending on business needs, data sovereignty or compliance constraints. 

It can map income and expenditure to funding sources, enable transparency in reporting, support budget vs actual tracking, and ensure compliance with funder/budgetary requirements. 

Yes. New and upcoming features include tracking environmental impact elements (emissions etc.), helping organisations meet sustainability reporting obligations.  

It supports contract management, warranty tracking, return handling etc. so service obligations can be tracked alongside finance and operations. 

Yes. You can run scenario analyses to see how changes in shipping costs, inventory delays or supplier issues might affect cash flow or margins. 

Continuous Improvement means reviewing what’s working, refining dashboards, automations, adding AI or reporting enhancements, ensuring the system evolves with your organisation’s needs. 

It gives you capabilities for inventory tracking, ordering, stock levels, logistics, combined with visibility and adjustability as supply demands change. 

Common issues include poorly-defined data migration, weak requirements upfront, underestimating integration needs, neglecting user training/adoption, and not configuring workflows or security correctly.  

Some gains (improved financial operations, automation of routine workflows, better visibility of sales/inventory) often occur early, within weeks. More complex improvements (customised workflows, advanced AI-insights) take time. 

It integrates with Microsoft 365 (Outlook, Excel, Teams etc.), Power Platform (Power BI, Power Apps, Power Automate), external systems via connectors or APIs, and can extend using industry-specific apps.  

Absolutely. It’s well suited for smaller organisations; you can start with core financial and operational features and scale up features, modules and integrations as your business grows.  

It includes Copilot and autonomous agents to automate routine tasks, support forecasting, assist with order entry and suggest efficiencies.  

Yes, you can access it across devices (desktop, tablets, mobile) and location-agnostic working is supported. Teams, Outlook and Excel integrations help people access data where they already work.  

It includes strong audit functionality, workflow controls, traceability, secure data handling, and features that support regulatory requirements.  

You get tools to model the impact of exchange rate changes, supply chain cost fluctuations, cash flow forecasting, trend reporting, plus AI-powered insights as you grow.  

Yes. It supports multi-currency, handling different sales, purchasing and logistics across borders. It also includes features localised for specific jurisdictions. 

It offers comprehensive tools such as general ledger, accounts payable and receivable, bank reconciliation, asset management, audit trails and workflows so finance teams can operate more accurately and efficiently.   

Business Central is Microsoft’s all-in-one ERP system designed especially for small and medium-sized organisations. It unifies financials, operations, purchasing, sales and inventory, giving you better control, insight and automation.  

Absolutely. AI features can be introduced gradually as part of continuous improvement, whether through Microsoft Copilot, Power Platform AI Builder or custom GPTs. 

Yes.Microsoft has embedded Copilot and AI tools across Dynamics 365 applications, helping automate tasks, surface insights and improve decision-making directly within everyday workflows. 

The first step is a discovery session where we understand your goals and challenges. From there, we’ll propose a roadmap tailored to your organisation. 

We can provide consultancy, health checks, support and continuous improvement services, even if your system was built by another partner. 

We follow our proven methodology of discovery, design, build, training, support and continuous improvement, adapting the approach to your needs. 

We see particular value in NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution. 

Security is built in. It includes role-based access controls, data encryption and compliance with international standards such as GDPR. 

Yes. We regularly integrate Dynamics 365 with finance, membership, ERP and third-party platforms so data flows smoothly across your organisation. 

No. You can start with a single application and add more modules later. Many organisations begin small and expand as their needs evolve. 

FormusPro work across the full suite, including Sales, Customer Service, Marketing, Finance, Supply Chain, HR, Project Operations and Field Service. 

Dynamics 365 combines flexibility with integration. You can start with one module and add others as you grow, with shared data across the whole platform. 

Dynamics 365 is Microsoft’s suite of cloud-based business applications. It includes modules for sales, service, finance, supply chain, HR and more, all of which can work together on a common data platform. 

You can build apps or flows that enforce data access rules, log actions, rquire approvals, and build reports/audits from data stored centrally, helping you meet regulatory obligations. 

Absolutely. Teams in operations, HR, membership, fundraising etc. can create apps or automations that match their workflows without waiting for IT. 

 Adoption involves training, change management, champions within teams, good documentation and starting with small wins. Once people see how useful the tools are, uptake grows. 

Using Power BI, you can create interactive dashboards, embed visuals in other apps or portals, share insights across teams and monitor metrics in real time, reducing manual report generation. 

AI features include things like sentiment analysis, predictive insights, Copilot support for generating formulas or logic, and suggestions for automation. For example you can get alerts when data anomalies appear. 

Yes. It supports connections to many data sources: databases, existing Microsoft systems, third-party APIs, and even legacy systems. You can pull in and send out data so you don’t lose what you already have. 

Depending on complexity: a simple app or dashboard might be up in a few days; automations or more integrated solutions take longer. The design, data sources and dependencies affect speed. 

It means you don’t need to be a professional coder to build dashboards, forms or basic apps. Many tools use drag-and-drop interfaces, familiar formula-like logic and pre-built templates. 

When you combine tools (for example Power BI visualisations, Power Apps input forms, and Power Automate flows), the result is more than the sum of parts: automation kicks in, data becomes accessible, and you reduce delays and manual handoffs. 

Because many departments have data in silos, repetitive tasks, or reporting that’s slow or manual. The Power Platform helps you bring data together, automate workflows and visualise insights to make decisions faster. 

The Power Platform is Microsoft’s suite of tools (Power BI, Power Apps, Power Automate, Power Pages) that let organisations build solutions, dashboards and automations with little to no coding knowledge. It lets every department get more out of their data and drive efficiency. 

Azure provides IoT Hub, edge computing, device management, streaming aalytics etc., enabling you to connect devices, capture data and act on it
(e.g. predictive maintenance, remote monitoring). 

Outcomes include improved performance, reduced downtime, greater agility, ability to experiment and innovate faster, more robust disaster recovery and global reach. 

Yes. Azure provides tools, migration paths, hybrid tools and best practices for moving servers, databases or applications to the cloud, with minimal downtime and disruption. 

Azure includes AI & ML services, cognitive services (language, vision, speech), anomaly detection, bot services, and supports Copilot / generative AI scenarios, plus frameworks for big data and analytics. 

Azure lets you scale up or down compute, storage, network resources dynamically. It supports auto-scaling, event-driven architectures and gives you monitoring dashboards to adjust resources depending on demand. 

You can start small — migrate one workload or host a small app — and scale up. Many organisations see value early (improved performance, reliability, reduced infrastructure burden) just by shifting parts of their system to Azure. 

You can build anything from web apps, APIs and serverless functions, to data pipelines, Internet of Things (IoT) solutions, machine learning models and analytics platforms. 

Yes. Azure works closely with D365, Power Platform, other Microsoft services and third-party apps so you can run hybrid or multi-cloud setups and integrate existing systems. 

Azure provides built-in multilayer security controls, threat intelligence, audit logging, infrastructure hardening, global datacentres and compliance certifications. You get protection from ground up. 

With Azure you only pay for what you use, have flexible pricing options, and tools to monitor and manage usage. Whether you’re migrating workloads or refining deployments, it helps reduce waste and optimise spend.  

 Azure is Microsoft’s cloud platform offering over 200 products and services for building, running and managing applications across data centres, on-premises and at the edge. It helps you scale, run securely and leverage advanced cloud tools.  

Yes. With connections via Power Automate or Microsoft Graph, Copilot can trigger actions (e.g. create tasks, send reminders, update records) from natural language prompts, reducing friction in workflows. 

We deliver change management, user workshops, prompt libraries, sample use-cases, best practice guides, support for governance and feedback mechanisms, so that Copilot becomes embedded in culture rather than being under-used or misused. 

Yes. For example Copilot can pull together data from chats, emails, meetings, Excel or BI dashboards and auto-generate summaries, slide decks or status reports, which saves manual data gathering and improves consistency.  

There are different levels/licences depending on which Copilot you use (Microsoft 365, Dynamics, Security etc.), how much usage (number of prompts, users, data connections), data capacity and whether custom training or prompt frameworks are built. Organisations should assess usage patterns and start with pilot licensing to avoid over-commitment. 

Prompt engineering (crafting good prompts) is key: specifying context, defining expected style or output, using internal data or content, refining prompts based on feedback. FormusPro helps users learn how to write good prompts to get more useful output. 

Absolutely. These sectors can use Copilot whilst ensuring strong compliance frameworks, maintain data privacy, restrict usage, audit all actions and use it to improve service delivery, reduce admin, improve reporting or grant writing etc. 

In support, Copilot can draft responses, suggest resolutions based on past cases, summarise incoming tickets, provide agents with context from customer history and help route or escalate issues using its understanding of your data. 

Yes. Copilot can summarise documents, provide “ask questions of your documents” features, generate FAQs or guides from internal content, helping employees find the information they need more quickly.  

Faster content creation, better consistency of output, improved user satisfaction, reduced manual repetitive tasks, enhanced decision-making from insights, better team collaboration and over time efficiency gains and creativity boosts. 

Pitfalls include unclear prompt/design of how Copilot will be used, missing or poorly configured data permissions, inadequate training or assuming Copilot replaces rather than augments human work. Avoid these via pilot projects, governance, feedback loops, change management. 

Some use cases (like drafting emails, summarising meetings, or generating initial drafts) can show noticeable gains within days to a week; more advanced uses (integrating it with business-systems, custom prompts, automation across apps) may take a few weeks to configure properly. 

Standard features include natural language prompt input, summarisation, content generation, task automation. The different modules overlay domain-specific capabilities: e.g. Dynamics Copilot focuses on business data / records, Security Copilot on threat insight, Fabric/BI Copilot on analytics insights, etc. 

Copilot inherits your organisation’s existing security, identity and compliance policies. Data isn’t used to train the LLMs outside your tenant, permissions are enforced and FormusPro helps configure tenant settings, roles, audit logs so privacy risks are minimised. 

We assist with readiness: identifying relevant business scenarios, connecting the correct data sources, ensuring security & governance is correctly configured, training users, embedding Copilot into workflows so it enhances work rather than disrupts it. 

Copilot for Dynamics can pull in records, customer interactions, financial data etc., suggest next best actions, help generate insights from CRM / ERP data, assist in case resolution, sales forecasting or process optimisations using your organisation’s own datasets. 

Copilot can draft emails, summarise meeting notes, create slide decks, analyse data in Excel, help brainstorm or plan in Word, generate chat responses in Teams… all saving time, reducing repetitive work and making content-creation easier. 

Copilot is Microsoft’s AI assistant that combines large language models with your organisation’s data (via Microsoft Graph, Dynamics, etc.) to help automate, generate and enhance your workflow… writing, summarising, analysing, and acting, directly in apps people use every day. 

Microsoft’s tools can help by bringing everything into one place. They make it easy to track donations and grants, manage volunteer sign-ups and schedules, and even automate repetitive admin tasks like sending thank-you emails. Plus, you can use built-in dashboards to clearly show your impact to funders and boards. 

Nonprofits can often get access to Microsoft products at a reduced cost, or even for free. This includes tools like Dynamics 365 and Power Platform. The exact discount or donation depends on the product and the size of your organisation. 

Microsoft Business Applications connect seamlessly with Office 365 tools like Outlook, Teams, SharePoint, and Excel, as well as many third-party platforms. This means donations made through your website can flow straight into Dynamics 365, and reports can be shared instantly in Teams. 

Common issues are data silos (donor info spread across email, spreadsheets, paper), difficulty predicting donor churn, manual event management, budget tracking being reactive rather than proactive and lack of real-time visibility for trustees. 

The Accelerator provides standardised entities and attributes for donor commitments, transactions, volunteer data, outcomes etc., so all your data lives in one common platform. That means better reporting, unified dashboards, smoother workflows and fewer manual reconciliations. 

AI-driven models can look at past donor behaviour, communication frequency, response rates and external signals to flag donors at risk of lapsing. That lets you do targeted outreach before you lose them. 

It means being able to engage supporters via email, social media, WhatsApp, text or other channels, capturing those interactions in your CRM. Having all that interaction data centrally helps you tailor communications, avoid duplication, stay GDPR compliant and build stronger relationships. 

Power Apps, Automate and BI give them tools to automate repetitive tasks (thank-you letters, reminders, donor segmentation), build easy apps for volunteer sign-ups or event tracking, and generate insights via dashboards… all with little coding and lower spend than custom build. 

Real-time dashboards can show current donation levels vs targets, volunteer availability, event logistics, expenses vs budget. That allows leadership or operations teams to adjust quickly, reallocate resources or change tactics without waiting for end-of-month reports. 

It supports standard entities like donor commitments, transactions, program delivery, awards and results tracking; integrates with Common Data Model for NonProfits; has built-in attributes for impact indicators, benefit recipients etc., all of which reduce setup time and help with standardised reporting. 

AI tools can aggregate data from multiple sources to show outcomes, generate narratives / summaries for reports, detect anomalies in results or input data, forecast impact trajectories based on current performance and produce visualisations or charts for reports or dashboards. 

Problems include underestimating data cleansing effort, lack of user adoption (especially for volunteers or non-tech staff), missing alignment on reporting requirements, compliance issues (GDPR etc.), and inability to scale. FormusPro helps by handling data migration, providing training, mapping compliance needs early, building in flexibility so systems can scale and focusing on human adoption. 

Use role-based access, audit logs, data encryption, ensure data is stored in appropriate jurisdictions, ensure legal basis for data (e.g. donor consent), and choose vendors / systems that meet GDPR, sector-specific regulations. FormusPro helps with configuring all that. 

Early benefits often include reduced admin time, better donor communication, clearer dashboards and satisfaction from staff seeing real-time insights. Medium to longer term gains include stronger donor retention, improved grant reporting, ability to scale, improved volunteer satisfaction, and better impact measurement. 

With apps or workflows that automate welcome materials, schedule training, track events or shifts, gather feedback using surveys (Power Platform / Customer Voice), and use AI to identify volunteers at risk of dropping off (through inactivity or feedback). 

Yes. Automate expense approvals, centralise vendor invoicing, use dashboards to track spend vs budget in real time and use AI to project cost overruns based on past event trends. 

The CDM ensures consistency: similar fields / structures across programmes so you can roll up reporting (e.g. across fundraising, grant delivery, volunteer programmes), compare metrics, report impact in legacy compatible way, and avoid reinventing dashboards for each programme. 

By analysing past donation history, demographic or engagement data you can segment donors (high value, lapsed, frequent small donors) and customise messaging. Copilot or AI tools can also suggest segments or generate campaign drafts for each group. 

Build workflows that trigger reminders, gather required documentation, enforce review checkpoints, sync data from projects to financials, generate reports using Power BI or Power Platform, and use AI to highlight missing or anomalous data before submission deadlines. 

Yes. Using Dataverse or Fabric you can bring data from third-party tools, spreadsheets, events, donation platforms (e.g. JustGiving etc.), unify where data resides, avoid duplicate records, build a single view of supporter or member interactions and power dashboards or automations off of that unified data. 

Use simple user interfaces, templated apps or dashboards, guided training, provide champions / super-users, embed feedback loops, ensure that technology doesn’t overcomplicate but supports people. 

Regularly reviewing what dashboards or reports are used, what workflows are working, gathering feedback from staff / volunteers, evolving data models or automation, upgrading or extending AI usage, retiring unused apps or flows, so your tech keeps pace with the mission and resources. 

Begin with small, explainable models (e.g. trend detection, summarisation), ensure outputs can be audited, maintain human oversight especially in communication or decisions, ensure consent and transparency in how data is used and involve stakeholders in testing. 

By connecting actuals (transactions, pledges, grants) with forecast data, applying modelling in Power BI or Fabric, using AI to simulate what happens under different scenarios (e.g. donor growth, funding cuts), so leadership can plan more confidently. 

Some benefits (application/enrolment improvements, better communication workflows, initial dashboards) can be seen in a few weeks. Deeper impact (AI-driven retention, hybrid learning enhancements, predictive analytics) will often take several months depending on scale, data readiness and staff adoption.

Pitfalls include insufficient staff training, resistance to change, unclear requirements, underestimating integration complexity, poor data quality, ignoring student feedback, over-customisation that complicates maintenance. Avoid through careful planning, user involvement, pilot programmes, robust governance.

Use cloud infrastructure (Azure) with redundancy, backups, geo-replication; plan for scale in data volume, hybrid scenarios; ensure infrastructure, workflows and data pipelines are modular; adopt Continuous Improvement so systems evolve with changing education policy or tech.

Design tools and portals that are accessible (assistive tech, multiple languages, easy UI), ensure students without strong broadband or hardware have alternative access, monitor for unintended bias in AI models, involve diverse students in pilot testing, keep human oversight.

By building case-management systems in Dynamics or Dataverse, tracking interactions, enabling automation of follow-ups, using AI to identify students showing risk signals (absenteeism, low engagement), delivering notifications/alerts, dashboards for support teams to triage and respond faster.

Use scheduling tools, apps for room booking, real-time dashboards of usage, predictive analysis of peak periods, automate adjustments or alternative scheduling, manage hybrid space (in-person + remote) and monitor underuse to optimise resource allocation.

Use unified data of student and alumni interactions, automate engagement workflows, send targeted campaigns, analyse donor behaviour, predict giving potential, use AI / Copilot to generate outreach content, track outcomes and feed insights back for future campaigns.

Yes. We help audit existing systems, migrate and clean historical data, map schema to modern equivalents, build connectors or bridges for systems that can’t be replaced immediately and build phased migration plans to reduce risk.

By using historical enrolment data, demographic trends, external market indicators, application patterns and even digital engagement, HEIs can build predictive models to help plan courses, staff, facilities and budget more effectively.

Outcomes include reduced time & cost in administrative workflows, improved student satisfaction & retention, improved accuracy and speed of admissions or enrolment, better utilisation of campus resources, stronger alumni and staff engagement and better forecasting and budgeting capability.

Using Microsoft Teams and other collaboration tools for remote/hybrid learning; integrating these with student record systems; automating scheduling and notifications; giving students self-service portals; ensuring continuity of data collection/interaction; using analytics to monitor engagement and drop-off.

Important issues are student data privacy (consent, storage, access), bias in algorithms, academic integrity, data residency and auditability. FormusPro helps set up governance, secure data access, audit trails, validation of AI models and fairness checks.

Dashboarding (using Power BI / Fabric etc.) gives live data on enrolment, student progression, resource usage (rooms, staff), finances, retention rates etc., letting leadership spot trends, anticipate pressure points and make evidence-based decisions rather than reacting after issues emerge.

It supports building apps for scheduling (lecture halls, hybrid rooms), room capacity management, automating resource allocation, streamlining staff workflows, capturing campus-day data (class attendance, facilities), dashboards for leaders to monitor utilisation and bottlenecks. 

AI can analyse student behaviour, performance, attendance, engagement to predict when students might struggle, suggest interventions, tailor content or support resources, and help personalise feedback or communications to keep students engaged and on track.

By giving institutions unified workflows for tracking undergraduate & postgraduate applications, automating communications, simplifying evaluation processes, integrating applicant data with student record systems so that decisions can be made faster and more accurately. 

They include high administrative load (application, enrolment, onboarding processes), siloed & outdated student data, difficulty scaling operations (hybrid/remote/hybrid learning models), pressure on resources (rooms, staff), demands for personalised student journeys and expectations for real-time insights from leadership or regulators.

We mean working with universities, colleges and other tertiary institutions to modernise academic and administrative systems (applications, student records, campus operations), improve student & alumni engagement, implement predictive analytics and build data infrastructures that support future growth. 

Using tools like Dataverse (or Fabric), connectors, integrations via Power Automate or custom apps via Power Apps, you can unify data from registrations, payments, emails, event platforms, surveys etc. so everything pulls into one trusted data model.

Dashboards show key metrics like renewal rates, acquisition vs target, revenue by membership tier, engagement by event or communication channel, and churn forecasts. That gives leaders real-time visibility to adapt strategy, allocate resources or adjust offerings proactively.

Pitfalls include underestimating data clean-up, ignoring integrity of member records, poor user adoption by staff/volunteers, ignoring member communications preferences, failing to set up good dashboards or metrics, over-customisation that complicates rather than simplifies. FormusPro helps by guiding clean migrations, training, setting up adoption strategies, focusing on simplicity first.

FormusPro helps define minimum viable products (MVPs) that deliver early wins (member acquisition, renewal, subscription revenue, personalised experience), works with existing membership systems to avoid throwing away what you have, focuses on data you already hold and iterates so improvements happen fast.

AI can be used to analyse membership activity, recommend events or content members might like, personalise communications (tone, channel, frequency), summarise preferences or flag unmet member needs… helping deliver more relevant experiences.

Apps/forms built via Power Apps, automated workflows with Power Automate, and custom dashboards help with registration, welcome and communications. You can automate tasks (e.g. sending onboarding materials or reminders) so members feel connected from the start.

With unified data, you can track engagement metrics, identify members at risk (low interaction, late renewals), use automated reminders or offers via Power Automate, tailor communications with Power BI dashboards, or use AI to forecast churn so you can take action early.

Use AI models fed by past subscription data, seasonal patterns, external data (economic indicators etc.), forecast income, simulate scenarios (e.g. drop in renewals, membership growth) and view impacts in dashboards so budgeting is proactive.

Yes. With enough industry or internal benchmarking data, AI and BI tools can help you compare renewal rates, event attendance, growth rates or cost per acquisition, so you can set realistic targets and track progress.

Key steps: audit existing data, clean duplicates, map fields to new system (Dataverse or Dynamics), choose what functionality you need first, build integrations, train staff or volunteers, run pilot migration, monitor performance, ensure backup and rollback options.

Segment members using data in CRM, use AI to suggest segmentations, build templates or dynamic content using Power Automate or Copilot for Messaging, track the effectiveness via dashboards, iterate based on response.

Use custom apps for registrations, collect feedback via surveys, automate reminders/communication, stream content (or integrate with video tools), use dashboards in Power BI/Fabric to monitor attendance, engagement and follow up with insights.

Yes. Automated renewal reminders, flexible payment workflows, email or SMS triggers, membership status dashboards etc. can reduce lapses. AI can also help by analysing why lapses occur (e.g. poor engagement or dissatisfaction) so you can fix upstream issues.

By analysing past interaction, membership tier, event attendance, communication opens/responses, purchase or donation history, AI models can identify patterns and suggest strategies (offers, content, outreach) to encourage upgrades or more engagement.

Costs depend on how many members/users, how many systems you integrate, complexity of workflows or AI, amount of customisation and capacity needs. Membership bodies should plan use / scale, perhaps start small/pilot first, monitor usage, avoid over-licensing.

Reduced manual admin, better acquisition & retention, more personalised member engagement, increased subscription or membership revenue, improved member satisfaction, better forecasting, stronger board reporting, lower costs over time.

It means regularly reviewing what’s working (dashboards, workflows, automations), gathering feedback from members & staff, cleaning or refining data, retiring or improving apps that are underused, updating communication / engagement strategies, tracking what AI or analytics features deliver strongest value. 

They could begin with simpler tools: use AI for member segmentation or churn prediction, automate key workflows, build simple dashboards instead of full custom apps, use out-of-the-box models where possible, scale up as value becomes clear. 

Important areas include consent (opt-in, communication preferences), data storage location, GDPR / local data laws, securing personal data, role-based access, audit logs, transparent policies. FormusPro helps by configuring systems, building governance, ensuring data policies are built into workflows. 

They often struggle with data silos (member info split across spreadsheets, old systems, events), inconsistent engagement, high churn, difficulty personalising member experience, slow processes for renewals/payments and unclear visibility for boards. 

We combine Microsoft expertise with sector knowledge, proven governance and a people-first approach. That means fewer surprises, stronger adoption and solutions that deliver long-term value. 

Very. You can start small and expand later, choose remote or on-site delivery, and scale services up or down as your organisation evolves. 

Yes. Whether you need a one-off health check, project rescue or ongoing support, we can step in and help without disrupting your existing investment. 

We focus on people as well as technology. Training, continuous improvement and support ensure systems remain useful and staff stay engaged long after go-live. 

Yes. We can take you from discovery and design through build, training, go-live, support and continuous improvement. You can also engage us for one-off services if that’s what you need. 

We specialise in NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution, but our methods apply across many industries. 

No. We work across the full Microsoft Tech Stack, including Dynamics 365, the Power Platform, Data & AI, Fabric, Purview and even offer custom development. 

Yes. Many organisations use a mix of services, such as consultancy followed by a build, or support combined with continuous improvement. We’ll create a package that fits your goals. 

It depends on your current situation. If you’re starting fresh, you may need a system build. If your project has stalled, project rescue could help. If you’re live but want more value, support, health checks or continuous improvement may be right. We’ll help you choose. 

“What We Do” is the collection of services FormusPro offers across the Microsoft Tech Stack and custom development work. It covers everything from system builds and consultancy to ongoing support, training and continuous improvement. 

We define success criteria at the start, often including improved data quality, faster reporting, reduced manual work and better decision-making. We then track against those outcomes. 

Every sector can benefit, but we see particular value in NonProfit, Public Sector, Membership and Professional Services, where efficiency, transparency and engagement are critical. 

Yes. AI can automate manual processes, highlight inefficiencies, and improve forecasting, leading to tangible savings over time. 

AI is designed to support people, not replace them. It reduces repetitive tasks and provides insights, allowing staff to focus on strategic and relationship-based work. 

No advanced skills are required. Copilot is embedded into familiar Microsoft apps like Outlook, Teams and Dynamics, making AI accessible to everyday users. 

Predictive analytics uses historical data and AI models to forecast future outcomes, such as demand trends, donor behaviour or financial risks. This enables more proactive decision-making. 

Data governance defines how data is managed, secured and used across an organisation. Good governance reduces risk, ensures compliance and builds trust with stakeholders. 

We begin with a discovery session to understand your current data landscape, challenges and objectives. From there, we design a phased roadmap with achievable milestones. 

Delivery depends on scope. Some projects, like dashboards or automations, can be delivered in weeks. Larger data strategies or multi-system integrations may take several months. We provide clear roadmaps for both. 

We configure Microsoft Copilot, design custom GPTs, and build automation workflows tailored to your goals and sector-specific needs. 

Yes. AI can personalise communications, predict supporter behaviour, automate reporting and free staff from repetitive tasks, helping teams deliver more impact with fewer resources. 

 Dataverse is a secure data platform for storing and managing business data used in Dynamics 365 and Power Platform. Fabric focuses on analytics across large volumes of data. Many organisations use both together for a complete solution.  

Microsoft Fabric is a unified data and analytics platform that brings together data engineering, real-time analytics, data science and Power BI in one environment, making it easier to manage and use data at scale. 

Yes. We frequently connect CRM, finance, ERP, membership and third-party tools into a single Microsoft ecosystem, eliminating silos and ensuring smoother data flow. 

Security and compliance are built into every project. We use Microsoft Purview to classify and protect data, apply role-based access controls, and design with GDPR and industry regulations in mind. 

We work with Microsoft Fabric for analytics, Dataverse for secure storage, Purview for governance and Copilot or custom GPTs for automation and intelligence. 

By consolidating information from multiple systems, applying analytics and surfacing insights with AI tools like Copilot, leaders can make faster, evidence-based decisions. 

Data-driven decision-making enables organisations to improve efficiency, reduce costs and respond faster to change. Without it, businesses risk falling behind competitors and failing regulatory standards. 

Data & AI combines modern data platforms with artificial intelligence to connect systems, generate insights and automate processes. At FormusPro, we use Microsoft Fabric, Dataverse, Purview and Dynamics 365 to help organisations unlock real value from their data. 

Yes. Many of our rescues involve taking over projects where another partner has struggled. We provide fresh expertise, strong governance and sector knowledge to restore confidence. 

The first step is a conversation. We’ll listen to what’s gone wrong, carry out a quick assessment and propose a practical way forward. 

Project rescue is the process of taking a struggling or stalled technology project and getting it back on track. At FormusPro, we review what’s gone wrong, stabilise delivery and create a plan that ensures your Microsoft Tech Stack project succeeds. 

We work across NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy, Manufacturing & Distribution and several others. 

Yes. We offer managed services and ongoing consultancy to keep your system healthy long after the rescue is finished. 

Often yes. By salvaging work that is usable and cutting away what isn’t, we help protect the value of your investment and avoid throwing good money after bad. 

Yes. We often fix broken data migrations, unstable integrations or poor customisations as part of a rescue engagement. 

We re-engage stakeholders through clear communication, realistic planning and visible progress. This helps rebuild trust and drive adoption. 

We put governance, clear milestones and transparent reporting in place. This ensures problems are flagged early and the project stays on track. 

Timelines vary depending on how complex the project is and how far it’s drifted. Some rescues can be stabilised in weeks, whilst larger programmes may take several months. 

Timelines vary depending on how complex the project is and how far it’s drifted. Some rescues can be stabilised in weeks, whilst larger programmes may take several months. 

In some cases, starting fresh is the most cost-effective option. If that’s the case, we’ll explain why and outline a plan that reuses as much of your existing investment as possible. 

We carry out a rapid assessment of your current system, governance and delivery approach. We then stabilise the project, realign scope and create a clear roadmap to completion. 

Projects fail for many reasons, such as poor requirements gathering, weak governance, lack of stakeholder engagement or over-customisation. Identifying the root cause is the first step to fixing it. 

Warning signs include missed deadlines, spiralling costs, poor adoption, unclear scope or a lack of confidence in delivery. If you recognise these issues, it may be time to act. 

Costs depend on project size and complexity. We’ll provide a transparent estimate after the initial assessment so you know what to expect. 

The first step is a conversation to understand your system and goals. We’ll then agree the scope, timescales and deliverables before starting the review.  

By highlighting where users are struggling, we can recommend training, process adjustments or interface changes to make adoption easier. 

We work across NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution, amongst others.  

Absolutely. We review access controls, audit logs and governance settings to make sure your system meets security and compliance standards. 

Yes. By spotting inefficiencies, unused licences and poor processes, a health check can reduce costs and increase the return on your system. 

We provide a clear report with findings, risks and recommendations. You can then decide whether to make improvements internally, work with us, or plan a future project. 

Smaller reviews can be completed in a few days, whilst larger, multi-department systems may take several weeks. We’ll confirm timescales before starting. 

We look at system performance, configuration, data quality, security, user adoption and governance. The scope is agreed with you before we begin. 

Yes. We often review systems we didn’t implement originally, providing an independent assessment and practical steps to improve them. 

Most organisations benefit from a health check every 12–18 months, or sooner if there have been major updates, changes in business processes or performance issues. 

A health check identifies risks before they become serious problems. It helps you improve performance, boost adoption and protect your investment in your ERP, CRM, Data, Reporting, Platform and Infrastructure.  

A system & platform health check is a review of your technology stack to make sure it’s performing as expected. At FormusPro, we examine configuration, adoption, governance and security, then provide recommendations for improvement. 

Smaller apps or integrations can deliver benefits in weeks. Larger projects (enterprise portals, multi-system integrations) take longer, but phased delivery ensures you see progress and ROI early. 

We don’t just build and walk away. FormusDev includes ongoing support, feedback loops, code reviews and enhancement cycles so solutions evolve alongside your organisation’s needs. 

Examples include custom portals, mobile apps for frontline staff, data integrations, reporting solutions, AI-powered case management tools and tailored features where Microsoft’s out-of-the-box doesn’t fully cover requirements. 

We use phased delivery, testing frameworks, automated QA and clear governance so projects are delivered on time and on budget, with risks identified early. 

We increasingly embed AI features into FormusDev solutions… from Copilot extensions to predictive models, natural-language search or anomaly detection… so your apps not only work but also think ahead. 

Yes. Our team frequently builds connectors, APIs and middleware that link Microsoft platforms with finance, HR, membership, healthcare, manufacturing and other sector systems. 

We follow strict governance, use DevOps pipelines, enforce coding standards, document thoroughly and design for scalability so solutions adapt as your organisation and Microsoft technologies evolve. 

Out-of-the-box features go a long way, but some organisations need unique workflows, sector-specific processes or complex integrations. FormusDev bridges the gap, delivering solutions aligned with your strategy without forcing workarounds. 

FormusDev is FormusPro’s in-house custom development practice. It extends Microsoft’s cloud platforms with bespoke apps, integrations, automations and features tailored to your organisation’s exact needs. 

Faster deployment, lower implementation cost, improved customer/member engagement, better data visibility, streamlined operations and a flexible platform that grows with you. 

FormusPro offers training, post-implementation support and Continuous Improvement services, ensuring your CRM evolves alongside your organisation.  

We can run discovery workshops, adapt modules where needed and configure the solution to match your business processes without unnecessary customisation. 

Absolutely. FlexCRM is built on the Microsoft ecosystem, so it connects easily with Office 365, Power BI, finance tools and third-party applications. 

Typically much faster than a bespoke build. Most organisations see value i weeks rather than months, thanks to pre-configured modules and streamlined
deployment. 

Yes. You can start with core CRM features and expand over time, adding modules for marketing, events, case management or integrations with finance and other systems. 

It’s ideal for organisations that want a modern CRM but don’t have the budget or appetite for a full custom implementation. It suits NonProfits, membership organisations, SMEs and professional services firms who need flexibility as they grow. 

FlexCRM includes pre-configured modules, streamlined user journeys and FormusPro’s best-practice templates, so organisations get up and running faster. It can then be extended or customised to meet sector-specific needs. 

FlexCRM is FormusPro’s modular CRM framework built on Microsoft technology. It delivers a fast, flexible starting point for organisations that need the power of Dynamics 365 without the cost or complexity of a full bespoke build. 

We deliver training, provide Continuous Improvement services and adapt FlexVault as regulations, compliance needs or organisational structures evolve. 

Role-based access, version control, retention policies, approval workflows, audit logs and monitoring dashboards to ensure documents are controlled end-to-end. 

Because it’s based on Microsoft technology with FormusPro’s pre-built framework, organisations can see value in weeks, with phased rollout if required. 

Better information governance, faster retrieval of documents, reduced compliance risk, lower storage duplication and increased staff productivity. 

Absolutely. FlexVault connects with Microsoft 365, Dynamics 365, Power Platform and Teams, ensuring documents are available in context where staff work. 

It enforces access controls, encrypts data, provides full audit trails and helps meet GDPR or industry-specific regulations. It also enables secure document retention and disposal policies. 

Any organisation that handles sensitive or regulated data, such as contracts, HR records, membership details, patient or donor files. It’s especially valuable where auditability and compliance are mandatory. 

FlexVault adds compliance, audit trails and advanced metadata to Microsoft’s document storage. It’s designed for organisations that need more control than standard file sharing provides. 

FlexVault is FormusPro’s secure document and data management solution, built on Microsoft technology. It centralises critical files, applies governance, and makes information easier to find and protect. 

We provide training, embed the framework into your teams, adapt processes as your organisation grows, and provide Continuous Improvement so FlexPMO evolves alongside your needs. 

Not at all. It scales from single projects to multi-stream programmes, ensuring appropriate governance whatever the size. 

Most organisations can adopt FlexPMO quickly, with phased rollout for larger portfolios. You’ll see immediate benefits from improved visibility and governance. 

Better project success rates, fewer overruns, earlier risk detection, clearer stakeholder communication, and stronger confidence from leadership and funders. 

Yes. FlexPMO works alongside your existing delivery tools, adding structure, reporting and governance without forcing you to replace systems. 

No. FlexPMO is deliberately lean. It adds clarity and governance without unnecessary red tape, making it easier for delivery teams to focus on outcomes. 

Technology projects can quickly drift without clear governance. FlexPMO gives you structured checkpoints, risk tracking, communication plans and transparency so projects stay on track. 

Traditional PMOs often focus only on process and paperwork. FlexPMO adds automation and dashboards to provide real-time visibility of progress, risks and dependencies. It’s designed to be practical, not bureaucratic. 

FlexPMO is FormusPro’s structured project management framework. It combines proven governance and clear reporting insights to keep technology projects on time, on budget and delivering value. 

We provide training, post-go-live support and Continuous Improvement services so the system evolves with your organisation and sector needs. 

Better supporter engagement, improved fundraising results, reduced admin effort, clearer reporting to trustees and funders and a more sustainable digital foundation. 

Deployments are typically faster than a bespoke NonProfit build, with many organisations seeing value in weeks rather than months. 

Absolutely. It tracks volunteer details, availability, training and engagement, helping you match people to opportunities and recognise contributions. 

It centralises applications, awards, deadlines and reporting in one place, with reminders and dashboards that ensure nothing is missed. AI can even assist in eviewing applications or highlighting risk areas. 

Because it’s pre-configured with sector best practice, you get a faster deployment and lower upfront cost. You can then add customisations or integrations later as your needs grow. 

Any charity or NonProfit, from small community organisations to large foundations, that needs to modernise donor management, fundraising campaigns, grant tracking and reporting.  

FlexNFP takes the foundation of Microsoft’s accelerator but adds FormusPro’s sector expertise, proven templates and continuous improvement approach. It’s designed to be practical, with the features charities actually use day-to-day. 

FlexNFP is FormusPro’s pre-configured NonProfit solution, built on Microsoft Dynamics 365 and the Power Platform. It delivers the core tools charities need for donor, fundraising, grant and volunteer management, without the cost or time of a fully bespoke build.